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Cosmic Bills - Accounts Payable Automation
Hi everyone, I am a Finance Manager at a medium size entity and we have recently started using Cosmic Bills for accounts payable. We have been able to automate the function and save number of hours manually entering bills as well as avoid human errors. I highly recommend it as its very cost effective and easy to use. Also…
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WEBINAR - 2022 Budgeting & Planning with Clayton Oates
2022 Budgeting & Planning Webinar You're invited to attend a value packed training session that will help you create your post pandemic plan. Discover how to design, review and report on budgets and forecasts within Reckon Accounts. Reckon Accredited Trainer Clayton Oates from QA Business and his team have helped thousands…
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WEBINAR - Reckon Accounts Desktop & Reckon Accounts Hosted hints & tips presented by Clayton Oates
RECKON ACCOUNTS HINTS & TIPS WEBINAR You're invited to attend a value packed training session that will help you work more productively, discover time saving techniques, and get the most out of your Reckon Accounts software package. Reckon Accredited Trainer Clayton Oates from QA Business and his team have curated more…
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Migrating from the STP app to the Payroll App (How-to video)
HOW-TO VIDEO: Migrating from the retired STP app to the Reckon Payroll App Hi everyone, The how-to video below will give you a quick & easy overview on how to migrate from the retired STP app to the Reckon Payroll App. If you run into an issue during migration check out our help guide linked below for common reasons why…
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How do I add a payment option to my Reckon Accounts Hosted account?
How do I add a billing/payment method to my Reckon Accounts Hosted account? If you would like your Reckon Accounts Hosted subscription to be paid automatically on your renewal date you can add a payment option ie. credit card to your Reckon Accounts Hosted account. The steps below outline how to add a payment option to…
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How do I pay for my Reckon Accounts (Desktop) renewal?
How do I pay for my Reckon Accounts (Desktop) renewal? 1.) Head over to https://estore.reckon.com.au/ 2.) Sign in with your Customer ID & PIN (If you are unsure of your PIN, please call our Customer Service team on 1800 732 566) 3.) Once you are logged in, click on the 'Pay a Renewal Invoice' option in the left menu 4.)…
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How to sort or re-sort Lists in Reckon Accounts
Users may choose to manually sort the order in which list entries are displayed such as in ascending/descending order, in a Flat View or Hierarchical ViewFor most List types (Accounts, Items, Customers, Suppliers, Employees, Other Names, etc) there exists the ability to re-sort the list back into its original alphabetical…
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How to find out or change the Reckon Portal username or email address
Confirming your Username1) Sign-in to the Reckon Portal 2) On the left side navigation select Account3) Then select Staff 4) When the list is displayed you can see the Usernames along with their associated email address 5) In most cases these should be the same, if not then you need to be aware of what your Username is…
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How to restore a backup file (QBB) in Reckon Accounts Hosted
Step 1: Login to the Hosted platform Access the Hosted platform login page through the link below. AU https://hosted.reckon.com/RAHV2/ReckonAccountsLogon.aspx NZ https://hostednz.reckon.com/RAHV2/ReckonAccountsLogon.aspx Step 2: Launch the Accounts Hosted application Choose the correct Hosted version and launch it by…
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How to create invoice layout in Reckon Accounts Hosted similar to Reckon One
Reckon One has a few invoice template layouts The Reckon Accounts Hosted platform has a Layout Designer which is much more powerful and flexible than what is currently available for Reckon One. It can do more than just change fonts, colours and add logos.The Layout Designer allows for customisation of the invoice with…
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How to perform a data file verification (Verify Data) in Reckon Accounts Hosted
As part of a data file maintenance routine, you may need to use the Verify Data function.When you have a large data file, this process can take more than 10 minutes, in some situations it can take hours. Be prepared for this and do not initiate this process in the middle of your workday unless necessary.1. Click on the…
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How to perform a data file rebuild (Rebuild Data) in Reckon Accounts Hosted
As part of a data file maintenance routine, you may need to use the Rebuild Data function. 1. Click on the menu sequence, File > Utilities > Rebuild data Click the OK button when you see either one of these dialog windows If you see the Save Backup: Method screen, click the Options button. If you see the "Save Backup Copy:…